Estate Planning Marketing Insights

Strategy, Trends, and Practical Advice for Estate Planning and Elder Law Firms Ready to Grow

Marketing an estate planning or elder law firm requires a different approach than most areas of law—and a different level of expertise than most marketing agencies bring to the table. This collection of articles covers everything from SEO and content strategy to paid media, branding, and what's actually working for estate planning firms right now. Whether you're just starting to invest in marketing or looking to get more out of what you're already doing, you'll find no-fluff, practical insights here—written by a team that specializes in this space and works with estate planning and elder law firms across the country every day.

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SEO for estate planning attorneys

Estate Planning SEO: Why It Fails for Most Firms (and What Works)

A lot of estate planning attorneys come to us looking for SEO…and nothing else. They don’t want social media. They don’t want paid ads or lead gen. They’re not interested in branding. Just SEO. However, when we get these attorneys on the phone and ask what their goals are and how they would measure success, it almost always comes down to this: we want more consultations with more of the right clients. But that’s not what SEO does.

The $500K Trap | Estate Planning Markeitng

The Real Reason Your Estate Planning Firm Can’t Break $500K (and It’s Not Your Fees)

You’re the owner of a small estate planning firm, and things are going…alright. Your clientele is growing, your firm is stable, you’re making enough money—but you’re feeling stuck, and a little overwhelmed. On top of managing your business, you’re also responsible for building relationships with clients, handling marketing, preparing complex estate plans…the list goes on. You’re stuck in the $500K trap, where you want to continue to grow but you’re unsure if the expenses associated with growing are too high.

law firm marketing strategy

Legal Marketing Webinars vs. Workshops: Which Brings in Estate Planning Clients?

No law firm marketing strategy is complete without a workshop or webinar program. Workshops, webinars, and guest speaking engagements are designed to get you and your firm in front of a captive audience of prospective new clients. Executed properly, these strategies are especially effective for generating qualified leads and bringing in new clients—fast!

branding for estate planning law firms

Branding for Estate Planning Law Firms: The Missing Piece of the Marketing Puzzle

Branding is especially important for estate planning law firms. If your firm doesn’t LOOK credible, professional, and trustworthy, there’s a good chance your potential clients won’t give you as much as a second glance. Many firms have all the right marketing tools in place, but marketing will only get you so far. If you want to take your firm to the next level, you need to level up your branding.

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